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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
701	Adell Harriman & Carpenter Houston, Texas	$8.26M	+$109K	2	1.82%	Increased
702	Richard Bernstein Advisors New York	$8.26M	+$46.9K	3	0.3%	Increased
703	ClariVest Asset Management San Diego, California	$8.25M	+$1.64M	3	0.18%	Increased
704	Hudson Bay Capital Management Stamford, Connecticut	$8.23M	-$6.98M	1	0.11%	Reduced
705	Senvest Management New York	$8.22M	+$9.8M	1	0.71%	New
706	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$8.22M	+$219K	7	0.74%	Increased
707	Crawford Investment Counsel Atlanta, Georgia	$8.19M	+$8.53M	2	0.28%	Increased
708	Gratus Capital Atlanta, Georgia	$8.19M	-$57.6K	3	1.68%	Reduced
709	Davidson Investment Advisors Great Falls, Montana	$8.18M	+$21.5K	2	0.95%	Increased
710	Heritage Investors Management Corp Bethesda, Maryland	$8.17M	+$514K	3	0.55%	Increased
711	SCA Snowden Capital Advisors New York	$8.15M	-$24.8K	4	1.06%	Reduced
712	Bourgeon Capital Management Darien, Connecticut	$8.12M	+$1.79M	2	5.31%	Increased
713	LS Investment Advisors Bloomfield Hills, Michigan	$8.09M	-$119K	16	0.56%	Reduced
714	SRAM Stone Ridge Asset Management New York	$8.09M	-$4.5M	10	0.49%	Reduced
715	Meiji Yasuda Asset Management Tokyo, Japan	$7.97M	-$183K	4	0.74%	Reduced
716	Fiduciary Trust Boston, Massachusetts	$7.96M	-$142K	5	0.24%	Reduced
717	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.95M	-$732K	4	1.23%	Reduced
718	Weiss Multi-Strategy Advisers New York	$7.94M	-$38.1M	2	0.33%	Reduced
719	Shelton Capital Management Denver, Colorado	$7.89M	-$1.56M	8	0.54%	Reduced
720	Azzad Asset Management Falls Church, Virginia	$7.87M	-$1.31M	8	2.66%	Reduced
721	GWM Graybill Wealth Management Elmhurst, Illinois	$7.85M	-$1.99M	3	6.54%	Reduced
722	First Hawaiian Bank Honolulu, Hawaii	$7.83M	-$5.44K	14	0.47%	Reduced
723	WC Walthausen & Co Malta, New York	$7.83M	+$811K	2	1.08%	Increased
724	Parthenon LLC Louisville, Kentucky	$7.82M	+$137K	1	1.93%	Increased
725	SCM Stadium Capital Management New Canaan, Connecticut	$7.76M	+$9M	1	3.21%	New